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Account Executive

Job Posted: 4 hours ago

  • Salary: £ 35,000 - 38,000 / Annum

    Job Type: Permanent

  • Location: Shrewsbury, Shropshire

Expire in: a month

Job Description

Job Title: Account Executive Location: Shrewsbury - Hybrid Salary: Starting at £35,000 We’re recruiting an experienced Account Executive to manage a portfolio of clients in a regulated environment. You’ll look after relationships end-to-end, handle all aspects of the account, and ensure a high standard of service and compliance at all times. The role: As an Account Executive, you will: * Manage and grow a portfolio of commercial clients * Build strong, long-term relationships with new and existing clients * Handle all aspects of account management: new business, renewals, mid-term adjustments and claims support * Identify client needs and present clear recommendations and solutions * Negotiate terms with insurers and partners to secure appropriate cover and competitive premiums * Cross-sell additional products and services where appropriate * Respond to queries and resolve any issues or complaints in line with company procedures * Work towards agreed performance targets (new business, retention, cross-selling, profitability) * Deliver an excellent level of customer service at all times Compliance & administration: * Ensure all activity complies with FCA regulations and internal procedures * Use checklists and support tools to evidence compliance * Maintain accurate and up-to-date electronic and paper records * Prioritise and action client communications in a timely manner * Check all client documentation thoroughly before it is issued * Manage your own diary and follow up all outstanding actions by the required dates * Report any potential data, security or compliance breaches to senior management Training & development: * Take ownership of your own learning and meet Training & Competence (T&C) requirements * Keep up to date with market conditions, products and regulatory changes * Support and promote a Treating Customers Fairly (TCF) culture in all client dealings What we’re looking for: * Experience as an Account Executive, Account Handler or similar client-facing role * Background working in a regulated environment (FCA or similar) * Strong relationship-building and communication skills * Confident negotiator with the ability to assess risk and recommend suitable solutions * Excellent attention to detail and organisational skills * Comfortable working to KPIs and targets IT skills: * Confident user of MS Word, Outlook and Excel * Experience with insurance broking systems such as SSP, Acturis or similar (or willing to learn) * Accurate data input and record-keeping skills This is a great opportunity for an Account Executive who enjoys managing client relationships, working in a regulated environment, and taking ownership of a varied portfolio of work

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